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1008 Topics
Isabella Leslie-Miller
Community Manager
Isabella Leslie-MillerCommunity Manager
published in Company News
Pigment recognized as a Visionary in its first inclusion in the Gartner® Magic Quadrant™ for Financial Planning SoftwareNews

Today, we’re pleased to announce that Pigment has been recognized as a Visionary in our first inclusion in the Gartner® Magic Quadrant™ for Financial Planning Software. We believe this recognition validates the hard work that’s gone into building the Pigment platform and how we’ve partnered with our customers over the past few years. We’d like to thank our customers, partners, advisors, and employees, past and present, for getting us to this point. Inclusion in the Magic Quadrant™ is a significant milestone for Pigment, and it gives the team great confidence as we move into 2025 and beyond. To download your complimentary copy, click here. Gartner disclaimer:Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statem

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Isabella Leslie-Miller
Community Manager
Isabella Leslie-Miller
Community Manager
Isabella Leslie-MillerCommunity Manager
published in Welcome to the Community!
Welcome to the Pigment Community! 🎉

Welcome to the Pigment Community!We’re so grateful to have you here! The Pigment Community is your place to collaborate with, learn from and inspire other Pigmenters. Why should you explore the Pigment Community? 🔎We want you to be as confident as possible with Pigment. Through the Community, you get to engage with peers to share knowledge and expertise on using Pigment. We encourage you to share your insights and learnings, as others might well be facing similar questions. Above all, we want Pigment users to connect and engage with each other! I’m new here, where should I start? 👀💡 Good thing you asked – here’s how to get started!Register and complete your profile. Add a profile picture and fill out your profile details. Introduce yourself! We encourage all of our new members to introduce themselves in our Intro thread. I saw someone with a shiny badge and cool title, how do I get one? 🏅We reward active users publicly through a variety of badges and titles. Once you start posting

11191
abhilashsawla
R
Newly Minted Pigmenteer
Rahul KumarNewly Minted Pigmenteer
asked in Questions & Conversations
Use Dimension Properties

Hello Everyone,  I have a dimension which is called Supervisory Org which is the Workday hierarchy. In that dimension, I have properties called Level2, Level3, Level 4 etc. which is basically the hierarchy chain.  I am seeing help to develop a logic as to if I select select someones name, I should get everyone rolling up to that person and not only the direct repartees. Not sure if anyone has faced this before. Any help will be appreciated. 

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R
Newly Minted Pigmenteer
L
Just Arrived
lanamaJust Arrived
asked in Questions & Conversations
Build a 12-month actuals baseline using the latest available month values

 Hi Pigment Community 👋,I’m working with a table that contains monthly revenue data across several years. My goal is to build a logic that, for each month, returns the latest available revenue value for that specific month, even if it comes from a previous year.🎯 ObjectiveFor each Month (e.g. Jan, Feb, … Dec), I want to retrieve the most recent actual revenue that is available for that calendar month, regardless of the year.Example:Month Latest Revenue Mar Mar 2025 Apr Apr 2025 ... ... Sep Sep 2024 Oct Oct 2024 Nov Nov 2024 Dec Dec 2024 Jan Jan 2025 Feb Feb 2025  So in September 2025, for example, the latest available revenue for September would still be September 2024, if no more recent actual exists for September 2025 yet. 📈 Why I'm doing thisI want to build a metric that compares Budget vs Actuals across future years, but always using the latest 12 months of actual revenue as the baseline.That means I need a view where, for each calendar month, I can

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L
Just Arrived
E
Newly Minted Pigmenteer
EdgarNewly Minted Pigmenteer
asked in Questions & Conversations
Cumulate by Qtés

Hello community,I'm looking for a cumulate grouped by Qty. I have a first metric which indicates my need of Qtés per week, and I need a second metric able to detect the week when I exceed the minimum to order. In my example, I have a minimum order of 6. In Line 1 I calculate my requirement per week. (that's done)In Line 2 I want to trigger an order when I've reached at least my minimum order.If I have that, it's already good In an ideal world, I'd have to reduce this quantity to the 1st week, a bit like a moving sum function but with variable parameters. If anyone has an algo idea, I'd be grateful ^^. 

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Luiza
Employee
Y
Newly Minted Pigmenteer
YaejisNewly Minted Pigmenteer
asked in Questions & Conversations
IF Cumulative for different scenario

Hi team,  I am trying to cumulate the result for two different scenarios. Can you please help?[Blue] Cumulate in the last period. The result of this formula is in between Feb ‘23 ~ Aug ‘23. I would like to cumulate Feb ‘23~Aug ‘23 and show the total in Aug ‘23. -IF( Month < 'RSU Accounting Data'.'Term Month' AND Month < 'RSU Accounting Data'.'Vesting Month', (PRORATA(Month, 'RSU Accounting Data'.'Amortization Start Date', 'RSU Accounting Data'.'Vesting Date'+1) *'RSU Accounting Data'.'Expense Amortized Future' / 'RSU Accounting Data'.'Amortization # of Days' * DAYSINPERIOD(Month))) [BY:'RSU Accounting Data'.RSU#,'RSU Accounting Data'.EE,'RSU Accounting Data'.Vested?,'RSU Accounting Data'.'EE Active? (Incl. Future Term)','RSU Accounting Data'.'Client Grant ID','RSU Accounting Data'.Forfeit?,'RSU Accounting Data'.Type] [BY: 'Accounting Status'."Reversal"][BY SUM:SHIFT(Month,1)][Red] Cumulate in the start period The result of this formula is in between Aug ‘23

568
Y
Newly Minted Pigmenteer
Chris Montiel
Newly Minted Pigmenteer
Chris MontielNewly Minted Pigmenteer
asked in Questions & Conversations
Select specific accounts and create a metric

Hi All, hoping you can help me here … I need to create a metric using just 3 accounts of the GL, I know I can use the filter option but this doesn't work as I need to sum this metric total to other totals from different metrics. Is there a way to pull my GL Actuals asking Pigment to exclude everything but these 3 accounts? 

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Chris Montiel
Newly Minted Pigmenteer
Bas
Budding Pigmenteer
BasBudding Pigmenteer
asked in Questions & Conversations
Multi block circular reference

Hi everybody,I am looking for a way to implement a form of circular referencing across multiple blocks. Essentially, I am trying to create a feedback loop like below: This is a snip of an OPEX forecasting model. I want to give the end users the possibility to use the output of a certain forecasting version as the input for a new forecast. That means that users can say: prefill my new forecast with the figures from any of the previous forecasts. I don't think that PREVIOUSBASE() or PREVIOUS() can work, because if I'm not mistaken that only takes the previous value from the iteration dimension. But I want the users to be flexible to choose whatever forecast they want as the base for their new forecast.How can I best go about this? Bas 

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Bas
Budding Pigmenteer
K
Newly Minted Pigmenteer
KylerGNewly Minted Pigmenteer
asked in Questions & Conversations
UKG API Connection

Hello,I need help setting up an API request for UKG. Is there a solution or guide available? 

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T
Employee
Y
Newly Minted Pigmenteer
YaejisNewly Minted Pigmenteer
asked in Questions & Conversations
Using IF formula and grab the result from another metric.

Hello! Could you help me with setting up the formula with the given metric/txn list below? Metric: 1.0 [Post Acq.] Amortization Schedule (Forfeit+Current)I created amortization metric for each grants by month. I confirmed this amort. distribution is correct. Transaction List: RSU Accounting DataBelow is the transaction list, providing the grant details for above metric (type, employee termed date, grant vesting month, employee original terminated month). Above metric is also based off this transaction list. With given two blocks, I am trying to show the actual P&L impact for each month. I’ve created the output table via excel below to show the result that i would like to see in metric. Walkthrough: RCA grants are scheduled to vest in 2024–2025 (per Grant/Vesting Date in the Data block), so monthly amortization was occurring prior to resignation, July 2023. IF (Month < Term Month) AND (Month < Vesting Month) → Sum Amortization Schedule (1st table) by RSU# for each month.

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Nathan
Employee
J
Just Arrived
JessicaJust Arrived
asked in Questions & Conversations
How to filter a dropdown to hide inactive list items in a table?

How can I filter a dimension dropdown in my table? I created a dependent dropdown but there is still the ability to select “all options”. I still need the user to have read access of all list members in because they are also viewing their previous budget but I want to limit the dropdown because some choices are now inactive. 

221
JDLove
Budding Pigmenteer
A
Budding Pigmenteer
ApurvBudding Pigmenteer
asked in Questions & Conversations
Dependency Circular Issue

Hi everyone, I am working a logic where I need to Input P&L interest value line based on calculation which will refer to P&L Interest line again.  Below is example of same with Excel formula, how do I avoid error on P&L Interest line.   Thanks.

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CDALMAY
S
Newly Minted Pigmenteer
Shane CrinesNewly Minted Pigmenteer
asked in Questions & Conversations
Previous Function Across Multiple Dimensions

I am trying to recreate the below waterfall-type allocation and running into an issue having to use previous() functions across multiple dimensions. I created an example below to recreate what I am trying to accomplish. In the example, I have a certain amount of dollars to spend each month that I need to allocate across various items. I can’t spend more than the amounts on the column header and each item has a certain cost associated with it.  I am able to accomplish it with the formula using excel below but when I try to do it in Pigment, I having to use previous on both the month dimension and the item dimension in order to ensure I don’t go over the capped quantity/cost. Anyone have any suggestions?   

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CDALMAY
L
Just Arrived
LoganTJust Arrived
asked in Questions & Conversations
Fix Excel Connector Error- "An error occurred (Data Pull)"?

My team has been experiencing issues with the Excel connector lately, receiving this error sometimes when trying to pull data into Excel:“An error occurred (Data pull). Please try again later or contact us”.  Does anybody know why this error occurs? Is there a row or data limit when pulling into Excel that we should be aware of? 

591
T
Employee
T
Budding Pigmenteer
tjain02Budding Pigmenteer
asked in Questions & Conversations
Connect Pigment to PowerBI

I am trying to export pigment data to PowerBI following the guided steps available on community, but I get an error “404 id not found”. Does anyone know what I could be missing in the setup? I used payload functionality to generate ID for metrics. 

221
M
Employee
Spandan98
Seasoned Pigmenteer
Spandan98Seasoned Pigmenteer
asked in Questions & Conversations
Workflow & Approval Dashboards, possible in Pigment?

Hi everyone,I’m designing an approval dashboard and need end‑to‑end visibility on every step of the workflow. When a user clicks “Mark as Done,” I’d like to capture: Who completed the task and at which workflow level Which tasks are still pending and the personas responsible Overall progress and potential bottlenecks across the entire process Can Pigment’s built‑in Workflow feature surface this information (e.g., through metrics, status boards, or conditional formatting)? If so, what’s the recommended setup to track these states in real time?Thanks for your guidance!

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M
Employee
C
Newly Minted Pigmenteer
Cindy08Newly Minted Pigmenteer
asked in Questions & Conversations
Unable to remove a filter on a board widget (not page selector)

I have a list on a board. I noticed that when I filter directly in the list, there doesn’t seem to be a way to remove the filter from the board view. I have to expand the the list and go directly to the block in order to remove the filter. Is there another way to remove list/table filters when I right click? Currently, it allows me to keep adding filters but not way to remove or edit filters already in place.The example below has a filter on a text column. I do know that if this was a dimension I could add it to page selector but in this case, we have it as text by design.  

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CDALMAY
Spandan98
Seasoned Pigmenteer
Spandan98Seasoned Pigmenteer
asked in Questions & Conversations
Unable to Export View or Access Pigment API

Hi everyone,I’m trying to export data using the endpoint https://pigment.app/api/export/view/<view_id> via PowerShell. Despite using a valid API token and correct view ID, I get DNS or connection errors.I’ve tried: PowerShell, Postman, and curl Changing DNS to 8.8.8.8 Running from mobile hotspot and cloud environments Swagger UI — but after authorization, all actions are locked and I cannot trigger export None of these methods are working.Could you please confirm: Are these endpoints operational from India? Are there any region-based restrictions or settings required to enable export? Thanks,Spandan Talukdar

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T
Employee
L
Just Arrived
ljanowskiJust Arrived
asked in Questions & Conversations
Max Date in Transaction List

I am trying to identify the most recent date in the transaction list at the vendor, IS0, and Function level. I am using a MAXOF (date) formula and aggregating by desired dimensions. Any idea why this formula isn’t working? 

152
Issam Moalla
Employee
MARCO_BMG
Budding Pigmenteer
MARCO_BMGBudding Pigmenteer
asked in Questions & Conversations
Growth with PREVIOUS

Hi Pigment Community,I want to calculate Growth Rates with the PREVIOUS function, but suddenly it doesn’t work as expected.This is my simple Test Metric:Calculating the Growth with PREVIOUS does not work:​​​​​​However, selecting the previous Year with SELECT does work:I would expect the PREVIOUS function to select exactly the same cell as the SELECT function. Am I doing something wrong here?

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CDALMAY
A
Budding Pigmenteer
ApurvBudding Pigmenteer
asked in Questions & Conversations
Dynamic Multiplier based on Year

Hi All,I am working on requirement where the calculation involves a multiplier to be applied on previous years based on year for which it is calculated. Please see screenshot below.I want to achieve the result in B to be dynamic, so it can be calculated until whichever year user decides it needs to stop. Currently I have achieved this by manual multiplier & Select function on Year to offset, but this is limited to years based on offset I define in formula.'Metric A' + 'Metric A'[Select: Year-1]*2 +  'Metric A'[Select: Year-2]*3 + 'Metric A'[Select: Year-3]*4 + 'Metric A'[Select: Year-4]*5 Please advise, if there is a way to make this dynamic.Thanks

312
A
Budding Pigmenteer
Spandan98
Seasoned Pigmenteer
Spandan98Seasoned Pigmenteer
asked in Questions & Conversations
Insights Not Working with Multiple Scenarios

Hi everyone,I have created two scenarios - Budget & Actuals. Now when I am turning on AI Insights on a metric, its showing details of the default scenario, even though I want insights of the Budget scenario. How can I solve this problem? Why are insights not available on Multiple scenarios?The documentation AI is mentioning that AI Insights can compare 2 scenarios but I am not finding any option to change the scenario for Insights.Please kindly help me out, Thanks!Regards,Spandan

494
Andrea
Community Manager
R
Newly Minted Pigmenteer
ryanrOJNewly Minted Pigmenteer
asked in Questions & Conversations
Integrate Rippling with Pigment

We use Rippling for HRIS and Payroll. There is no native connector. I am looking for specific guidance and best practices on how to integrate them. I will share this info with IT and my consultant. Thanks.

602
R
Newly Minted Pigmenteer
Spandan98
Seasoned Pigmenteer
Spandan98Seasoned Pigmenteer
asked in Questions & Conversations
Dynamic Variables on Scenarios

Hi everyone,Is there a way to add dynamic variable for scenarios. For example, I have 2 scenarios, Actual and Budget and for some boards after the user ticks a Boolean check-box metric I want to show them the budget scenario else the budget scenario will be hidden.Is there a way I can achieve this?Thanks & regards,Spandan

283
Min Li Bright Point
L
Just Arrived
ljanowskiJust Arrived
asked in Questions & Conversations
Count # of direct reports each month

​​​​​​I have a metric called 'EE_Card_Employee Manager' with the following:Dimensions (2): ‘Employee’ & ‘Month’Data Type: Dimension ‘Employee’Currently the metric shows each employee’s manager each month. I would like to create a new metric that counts an employee’s # of direct reports by month. I am using the following formula which is not returning the correct result, can someone please advise?COUNTOF('EE_Card_Employee Manager') [by: -> 'EE_Card_Employee Manager'] [remove count: 'Employee']

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Min Li Bright Point

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